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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,538 | $99,011-78.2% | $86,582-75.1% | $147,586-85.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.99% | 1312.75%-1303.8pp | 965.08%-956.1pp | 578.59%-569.6pp |
| Employer contribution / active EE | $1,987 | $3,132-36.6% | $2,839-30.0% | $4,876-59.2% |
| Participant deferral / active EE | $896 | $3,972-77.4% | $3,609-75.2% | $5,439-83.5% |
| Admin fee / account holder | $15,589 | $5,709+173.1% | $4,904+217.9% | $10,886+43.2% |